Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Forward this Session

Forward this Session


To deliver truly exceptional client service, financial advisors must communicate using multiple screens: smartphone; laptop-PC; tablet. This type of communication is now so pervasive, in fact, that the typical consumer uses an average of three different screen combinations per day (according to a new August 2012 study from Google, in partnership with Sterling Brands and Ipsos). So, whether you're a financial quarterback for 2-3 generations within a single family, or you advise individual high-net-worth investors, you owe it to yourself to gain access to the latest tips and techniques for servicing clients in today's multi-screen world. During this session, Cynthia will explain what HNW investors want from financial advisors and how tech-savvy advisors can deliver an exceptional experience. Cynthia will provide tips and tricks for effectively using smartphones, tablets and laptop-PCs. As you'll see, some options will be "approved" by your firm; others will not. But no matter where your firm stands from a compliance standpoint, you'll gain an even better understanding of how to use the latest technology available to financial advisors. Advisors will leave with:

- Results from a national online survey of financial advisors on using tablets - A specific example on effectively using QR codes to transform traditionally flat marketing materials into dynamic interactions - Practical "how to" guidelines for making more effective use of laptops-PCs to engage clients and prospects

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